 苹果AAPL |
| 6.63% | 7.06% | $1.35亿 | 53.1万股 | $1.36亿 | 53.4万股 | -3,365股-0.63% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 5.3% | 2.14% | $1.08亿 | 25.0万股 | $4,106.9万 | 25.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 4.71% | 4.99% | $9,569.6万 | 33.3万股 | $9,598.9万 | 33.4万股 | -1,020股-0.31% | 减仓 |
 Meta平台META |
| 4.49% | 4.75% | $9,124.7万 | 15.9万股 | $9,124.7万 | 15.9万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 3.79% | 4.02% | $7,714.4万 | 20.8万股 | $7,728.7万 | 20.9万股 | -387股-0.19% | 减仓 |
 英伟达NVDA |
| 3.69% | 3.9% | $7,503.9万 | 43.0万股 | $7,503.9万 | 43.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 3.34% | 3.54% | $6,790.8万 | 32.6万股 | $6,798.7万 | 32.6万股 | -375股-0.11% | 减仓 |
 好市多COST |
| 3.08% | 3.26% | $6,259.5万 | 6.3万股 | $6,268.9万 | 6.3万股 | -94股-0.15% | 减仓 |
 NEBIUSNBIS |
| 2.94% | 1.17% | $5,974.6万 | 21.6万股 | $2,246.1万 | 21.6万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 2.75% | 2.93% | $5,592.6万 | 19.5万股 | $5,621.9万 | 19.6万股 | -1,020股-0.52% | 减仓 |
 礼来LLY |
| 2.1% | 2.22% | $4,260.1万 | 4.6万股 | $4,271.6万 | 4.6万股 | -125股-0.27% | 减仓 |
 NubankNU |
| 1.82% | 1.93% | $3,704.9万 | 257.8万股 | $3,707.1万 | 258.0万股 | -1,500股-0.06% | 减仓 |
 美国运通AXP |
| 1.74% | 1.85% | $3,547.3万 | 11.7万股 | $3,547.3万 | 11.7万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 1.52% | 0.47% | $3,081.2万 | 2.7万股 | $902.0万 | 2.7万股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 1.48% | 1.57% | $3,007.6万 | 13.1万股 | $3,016.7万 | 13.1万股 | -400股-0.30% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.41% | 1.49% | $2,857.9万 | 18.2万股 | $2,859.9万 | 18.2万股 | -125股-0.07% | 减仓 |
 MERCADOLIBRE COMMELI |
| 1.21% | 1.28% | $2,458.6万 | 1.4万股 | $2,460.3万 | 1.4万股 | -10股-0.07% | 减仓 |
 WILLIAMS SONOMAWSM |
| 1.2% | 1.26% | $2,430.4万 | 13.3万股 | $2,430.4万 | 13.3万股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 1.12% | 1.19% | $2,283.9万 | 9.4万股 | $2,283.9万 | 9.4万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.11% | 1.18% | $2,264.8万 | 9.3万股 | $2,260.6万 | 9.2万股 | +173股+0.19% | 加仓 |
 AMD超威AMD |
| 1.1% | 0.41% | $2,229.3万 | 3.8万股 | $780.6万 | 3.8万股 | 00.00% | 持仓不变 |
 摩托罗拉解决方案MSI |
| 1.07% | 1.13% | $2,166.9万 | 5.0万股 | $2,170.2万 | 5.0万股 | -75股-0.15% | 减仓 |
 德州仪器TXN |
| 0.98% | 1.04% | $2,001.2万 | 10.3万股 | $2,007.5万 | 10.3万股 | -325股-0.31% | 减仓 |
 LOWES COS COMLOW |
| 0.94% | 1% | $1,913.1万 | 8.1万股 | $1,913.1万 | 8.1万股 | 00.00% | 持仓不变 |
| AAPPLOVINAPP |
| 0.89% | 0.94% | $1,810.8万 | 4.5万股 | $1,810.8万 | 4.5万股 | 00.00% | 持仓不变 |
 艺康ECL |
| 0.88% | 0.93% | $1,795.5万 | 6.7万股 | $1,796.8万 | 6.8万股 | -50股-0.07% | 减仓 |
 康明斯CMI |
| 0.87% | 0.93% | $1,778.8万 | 3.3万股 | $1,796.2万 | 3.3万股 | -324股-0.97% | 减仓 |
 财捷INTU |
| 0.86% | 1.5% | $1,738.7万 | 6.7万股 | $2,880.4万 | 6.7万股 | 00.00% | 持仓不变 |
 MOLINA HEALTHCAREMOH |
| 0.85% | 0.9% | $1,733.3万 | 13.0万股 | $1,733.3万 | 13.0万股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.85% | 0.9% | $1,718.4万 | 8.5万股 | $1,721.7万 | 8.5万股 | -163股-0.19% | 减仓 |
| QQXOQXO |
| 0.82% | 0.87% | $1,664.2万 | 85.7万股 | $1,664.2万 | 85.7万股 | 00.00% | 持仓不变 |
 ExpediaEXPE |
| 0.82% | 0.86% | $1,661.6万 | 7.2万股 | $1,661.6万 | 7.2万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.81% | 0.86% | $1,651.5万 | 12.8万股 | $1,660.8万 | 12.9万股 | -725股-0.56% | 减仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.81% | 0.86% | $1,648.9万 | 9.8万股 | $1,648.9万 | 9.8万股 | 00.00% | 持仓不变 |
 PROGRESSIVEPGR |
| 0.76% | 0.8% | $1,538.8万 | 7.8万股 | $1,538.8万 | 7.8万股 | 00.00% | 持仓不变 |
 欧特克ADSK |
| 0.75% | 0.79% | $1,522.8万 | 6.4万股 | $1,522.8万 | 6.4万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.72% | 0.76% | $1,465.9万 | 4.9万股 | $1,465.9万 | 4.9万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.72% | 0.76% | $1,454.4万 | 11.7万股 | $1,454.4万 | 11.7万股 | 00.00% | 持仓不变 |
 PAYCHEX COMPAYX |
| 0.7% | 0.75% | $1,428.3万 | 15.5万股 | $1,444.0万 | 15.7万股 | -1,700股-1.08% | 减仓 |
 万事达MA |
| 0.7% | 0.74% | $1,423.1万 | 2.8万股 | $1,423.1万 | 2.8万股 | 00.00% | 持仓不变 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.69% | 0.73% | $1,412.4万 | 8.2万股 | $1,412.4万 | 8.2万股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.65% | 0.69% | $1,324.6万 | 4.0万股 | $1,324.6万 | 4.0万股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.65% | 0.69% | $1,322.1万 | 2.9万股 | $1,322.1万 | 2.9万股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.62% | 0.66% | $1,270.5万 | 5.2万股 | $1,276.6万 | 5.3万股 | -250股-0.48% | 减仓 |
 SPROUTS FMRS MKTSFM |
| 0.62% | 0.66% | $1,267.2万 | 16.4万股 | $1,267.2万 | 16.4万股 | 00.00% | 持仓不变 |
 诺华NVS |
| 0.61% | 0.65% | $1,248.2万 | 8.2万股 | $1,249.2万 | 8.2万股 | -69股-0.08% | 减仓 |
 CrowdStrikeCRWD |
| 0.61% | 0.65% | $1,245.8万 | 3.2万股 | $1,245.8万 | 3.2万股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.59% | 0.63% | $1,207.6万 | 16.8万股 | $1,207.6万 | 16.8万股 | 00.00% | 持仓不变 |
| FFACTSET RESH SYSFDS |
| 0.58% | 0.62% | $1,188.9万 | 5.5万股 | $1,188.9万 | 5.5万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.57% | 0.61% | $1,167.7万 | 9.1万股 | $1,167.7万 | 9.1万股 | 00.00% | 持仓不变 |
